Mascoma Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Mascoma Wealth Management’s Portfolio FBT Stock Details FBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.7K	Hold	98	–	–	﹤0.01%	262
2025 Q4	$20.2K	Hold	98	–	–	﹤0.01%	260
2025 Q3	$17.6K	Hold	98	–	–	﹤0.01%	271
2025 Q2	$15.8K	Hold	98	–	–	﹤0.01%	282
2025 Q1	$16.7K	Hold	98	–	–	﹤0.01%	280
2024 Q4	$16.3K	Hold	98	–	–	﹤0.01%	296
2024 Q3	$16.8K	Hold	98	–	–	﹤0.01%	279
2024 Q2	$15.1K	Hold	98	–	–	﹤0.01%	289
2024 Q1	$15.1K	Hold	98	–	–	﹤0.01%	278
2023 Q4	$15.5K	Sell	98 -2	-2%	-$287	﹤0.01%	288
2023 Q3	$14.6K	Hold	100	–	–	﹤0.01%	296
2023 Q2	$15.1K	Hold	100	–	–	﹤0.01%	290
2023 Q1	$15.4K	Hold	100	–	–	﹤0.01%	367
2022 Q4	$15.4K	Hold	100	–	–	﹤0.01%	365
2022 Q3	$13K	Hold	100	–	–	﹤0.01%	372
2022 Q2	$14K	Hold	100	–	–	﹤0.01%	382
2022 Q1	$15K	Hold	100	–	–	﹤0.01%	398
2021 Q4	$16K	Hold	100	–	–	0.01%	355
2021 Q3	$17K	Buy	+100	New	+$17.1K	0.01%	306
2021 Q2	–	Sell	-100	Closed	-$16K	–	221
2021 Q1	$16K	Buy	+100	New	+$17.1K	0.01%	317
2019 Q3	–	Sell	-100	Closed	-$14K	–	168
2019 Q2	$14K	Hold	100	–	–	0.01%	246
2019 Q1	$15K	Hold	100	–	–	0.01%	243
2018 Q4	$12K	Hold	100	–	–	0.01%	244
2018 Q3	$16K	Hold	100	–	–	0.01%	250
2018 Q2	$14K	Hold	100	–	–	0.01%	252
2018 Q1	$13K	Hold	100	–	–	0.01%	253
2017 Q4	$14K	Hold	100	–	–	0.01%	242
2017 Q3	$12K	Hold	100	–	–	0.01%	269
2017 Q2	$11K	Hold	100	–	–	0.01%	278
2017 Q1	$11K	Buy	+100	New	+$10K	0.01%	253

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Mascoma Wealth Management's FBT Position: Q1 2026 in Review

Mascoma Wealth Management held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q1 2026 at 98 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Mascoma Wealth Management first reported a position in FBT in Q1 2017 and has held it in 30 quarters since. The position peaked at $20.2K in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Mascoma Wealth Management held 98 shares of First Trust NYSE Arca Biotechnology Index Fund worth $19.7K as of Q1 2026.
Mascoma Wealth Management left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q1 2026, its #262 holding.
Mascoma Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2017 and has held it in 30 quarters since.
Mascoma Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $20.2K in Q4 2025.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.